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Aged balance sheet and reminders

This screen sorts unreconsiliated trade receivables and trade payables by age (not yet due, 0–30, 31–60, 61–90, over 90 days) relative to a reference date. You can view the details by party and, for customers, send a reminder by email directly for an overdue invoice.

What it is for

Knowing how much you owe or how much you are due to receive is not enough: you also need to know since WHEN. A customer receivable that is three months old is not as urgent as one that is just one week old. This screen categorises all unmatched items (customers and suppliers) into age brackets, which immediately highlights high-risk situations. By clicking on a third party, you can view their details: each outstanding invoice, its due date, and, for customers, the reminder history (date and number of the last reminder sent). From this screen, you can send a reminder for an overdue customer invoice directly by email, without having to switch screens. The ‘Customer Payment Schedule’ tab completes the view with a focus on upcoming due dates. It is the go-to tool for prioritising your debt recovery actions.